FERHX Mutual Fund

FERHX Mutual Fund

NAV$8.10
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Returns Overview

3 Months
-0.25%
6 Months
-0.25%
YTD
-0.25%
1 Year
+4.10%
3 Years (annualized)
+0.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FERHX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Corporate High Yield Bond Index(^BBUCORPHYB)
This Mutual Fund (YTD)
-0.25%
Peer Avg (YTD)
+1.28%
vs Peers
-1.52%

FERHX Mutual Fund Performance

FERHX performance across multiple time periods: YTD -0.25%, 1-year 4.10%, 3-year 0.08%.

FERHX returns trail the peer average of 1.28% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

FERHX vs another fund shows side-by-side returns. FERHX alternatives are available in the Mutual Fund Screener.